Filter Report by Meeting Attendees

[TTomain]

We should be able to filter our reports by attendees of a meeting.  The Attendee field is already in HS, and so are the meetings.  Instead of reporting on all 100's/1000's of meeting attendees I would love to be able to filter it to just 5 or so specific attendees that are contacts in our system.  Anyone have any thoughts?

[serlim]

Hi team! I worked with a customer who has also expressed their need for the ability to report on the number of attendees in a meeting. Their use case is as follows: 

Our use case for reporting on the number of attendees in meetings is crucial as it is one of the main KPIs for our sales teams. One part of our business is to keep education sessions for electrical engineers: and as these events are almost always one to many-events (ie. one person from our side training multiple people, many time from multiple companies also) it is crucial for us to understand how many persons we have educated at any given time. Number of these events (meetings or calls) is also a KPI but it does not very well indicate how good we have been in attracting people in our events.

[MBarnes]

I was really shocked to find this is not a possibility....meeting attendance is just as important as being able to track how many meetings a HupSpot user has had. For instance, you can't say x company has had 10 meetings with us in the last 4 months.  It is unfortunate that you cannot track based on this. Once again, HubSpot seems to be created with one use case in mind. 

[FRobla5]

I'm having a similar issue. 

It's true that if one of our HubSpot users create a meeting, he/she will be the owner, and it's true that we can know who attended that meeting in the Associated field. But, I'm worried about the fact that most of the meetings that my users are creating are leaded by more than one HubSpot users. This means that not only the creator of the meeting is attending, and HubSpot will only show the one who sent the invite. 

What would be nice to have is to be able to know all the people who attended the meeting, being external and internal, in this way we can track the amount of meetings that a HubSpot user has attended and not only the ones that he/she created. This has a huge impact on our KPI's and shows us the sales activity that each one has.

Moreover, as far as I know, if the external client invites me, this is not automatically created in HS. So, I have to go after and create the meeting manually. Is this because of a non bidirectional integration? Later on, I was thinking on creating workflows that can create tasks in order to generate the meetings, but if the meeting is created when I invite them, why is not done in the other way around?

I really appreaciate any feedback or ideas!

[CatherinWright]

+1. This would be very helpful for our meeting reporting and KPIs.

[AlexandreC]

+1. Absolutely. This is a very important feature that would be very useful for us too!!

[TErickson_OW]

+1 Yes please. Really need this. 

[Mary_Pouliot]

This is important for to us understand the percentage of contacts associated with a company that have/have not attended a meeting. We are trying to nurture and track association labels as well - for example, the percentage of meetings attended by guidance counselors vs principals.

[leechen]

+1 to this! Also worked with a customer that would benefit tremendously from being able to use attendees in reports. Use case below:

SDRs/MDRs often book meetings for clients to meet with AEs. In this case, AEs or other users are added as attendees to the meeting. Without the ability to use attendees in reports, meetings recorded cannot be accurately analysed. 

[SandraC]

+1 Definitly need it

One of our meetings is created from one HubSpot account but the owner of the meeting is not always the one who leads it. It can be another user. We can choose that other user in the associated field but we can't do a report on it.

It has a huge impact on our KPI's to know how many meetings a user had done.

[jifchen]

+1, and hopefully this is not going to take 3-years to implement!

[brhellman]

Really shouldn't be that hard to do... Just do it.

[TArtaxo]

All sales teams around the world need to track this, mainly ABM teams.
I love HS in general, but this point is really bad.
In SalesForce you can track who created, and assigned for a meeting. It´s SO SO simple!
Hubspot, please!

[RMcAnally1]

+1 agree 1000% to this. Seems very easily attainable since the information is already collected in Attendees field. Would love to see this rollout soon, please!

[CKøster]

Yes, this would be a nice feature to have

[ACandido26]

+1 I need this for my team as well. I need to track meetings that my team members attend, not just the ones that they are organizers for. My numbers are skewed because I can't filter by meetings that they are listed as attendees.

[Hildegaard]

Idea also submitted here: HubSpot Community - Add possibility to report on meeting attendees - HubSpot Community

[MSnider]

Our use case is that we have sales engineering resources that we need to report how many meetings they attend vs. their own activity/productivity.  Since the Meetings that they are invited to are NOT assigned to them (as they are assigned to the sales rep they support), we cannot measure this activity.  If we could report on attendees, this would solve my issue. 

[MFish]

@hubspot what is the status of this idea? This seems like a no brainer as you should be able to report on any field in an object.

[carlos_dutra]

Hello,

I strongly support the suggestion to include filtering reports by meeting attendees. In our company, it is crucial to monitor the productivity of not only CSMs but also engineers and technicians who participate in these meetings.

As a pioneer in inbound marketing, HubSpot focuses on attracting, engaging, and delighting people. Implementing this functionality would allow companies to evaluate and optimize the contributions of all team members, resulting in more robust and efficient customer service, in line with inbound principles.

The ability to track and analyze the performance of all meeting participants would make HubSpot even more valuable to companies that value collaboration and excellence in customer service.

Thank you for your attention and commitment to continuously improving HubSpot.

[FGosling]

This would be really useful and if we could find a way to send automatic emails to "meeting attendees" only that would also be fantastic.